See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 25 · EIN 63-0589368 | Directed Trustee | $48,460 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,435 | $72,770-1.8% | $67,652+5.6% | $55,191+29.4% |
| Participation rate | 93.9% | 78.8%+15.1pp | 75.7%+18.2pp | 69.2%+24.7pp |
| Annual return | 0.58% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.2pp |
| Employer contribution / active EE | $2,008 | $1,769+13.5% | $2,266-11.4% | $1,899+5.7% |
| Participant deferral / active EE | $3,431 | $3,408+0.7% | $3,560-3.6% | $3,046+12.6% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |